CommerceCore™ Sales Module Introducing the How-to Basics-Part 2
Overview of the CommerceCore™ Sales Module

You rely on your sales team to close deals. But always being on the road — and spread out across the country or continent — makes it hard for your sales team to stay organized and in sync with the rest of your operations. 

To help your sales team perform, you need to give them the right support and tools to do their job.

Modern ERP software is a primary data source for sales and marketing strategies (primarily pricing and customer service). But many still do not use the software with front-office practices in mind, and purchases made from inbound channels are driving little profit. 

Instead of waiting for demand to happen, many ecommerce companies are asking how the CommerceCore™  eCommerce ERP platform can create new business opportunities.

The CommerceCore Sales module - Overview


The sales module in CommerceCore™ is designed to help sales teams work more efficiently. With the ability to create professional quotations quickly and easily, sales teams can focus on their core activities. 

The sales module also provides sales teams with the ability to manage and view their products easily, with the help of advanced filtering options. 

This allows sales teams to access data quickly, which can improve their efficiency. In addition, the sales module also provides sales teams with the ability to design and reuse quotation templates, which can save time and energy. 

By utilising all of these features, sales teams can improve their overall efficiency and performance.

There are four different access rights in the Sales module:


  1. If a user does not have access rights, the module will not be displayed to him in the dashboard and he will therefore not have access. 

  2. The users of the rights group "User: Only own documents" can access the sales orders in which they themselves are a seller or subscriber.

  3. The users of the rights group "User: All documents" have access to all sales orders, regardless of whether they themselves are the seller or subscriber of an object. 

  4. The users of the "Administrator" rights group have full access to the module, including reporting and configuration.

The operations and all the activities of the Sales module can be easily integrated with the CRM application. Using the CRM application along with the Sales module will be very helpful for managing your sales pipeline and tracking all the related activities. 

Integrating the CRM application with the Sales module will give you the insight to track all the sales activities and sales pipeline from the initial stage to the closing stage. 

In the main menu of the CommerceCore™ Sales module we can find five menu items, Orders, Billing, Products, Reporting and Configuration.


By clicking on Orders we get to the overview of all offers and orders, overview of the different sales teams as well as the overview of our customers.


The comprehensive CommerceCore™ Sales module allows you to create and design unique sales quotations effortlessly. The Sales team can create high-quality quotes with few clicks. Quotations and orders are the same object in CommerceCore™, only with a different status. Moreover, the created quotes can be easily converted to the sale order, and later this can be invoiced from the same window.


The platform allows users to create and save all the predefined Products, Pricelist, and Templates, which is a very useful and time-saving feature. 

We define the sales teams in case we later want to sell our products via different business units or regions and generate evaluations from them.


The overview of our customers references the Contacts module and shows us all our customers with the appropriate filter.


The menu item for Billing (To Invoice) provides us with two overviews, an overview of the orders that are to be billed and an overview of the orders for which an upsell is possible. 


The module allows you to manage invoices both in terms of ordered quantities or delivered quantities. The different invoicing options will provide you more flexibility in your business.

CommerceCore™ Sales module allows you to send Pro-forma invoices to the customers. 

What is a Pro-forma invoice? 

A Pro-forma invoice is an estimated initial invoice that includes a commitment on the side of the provider to the customer regarding the product or service before sending it.


A Pro-forma invoice includes a brief description of the product or service, total cost, date of delivery, and other essential details about the transaction. 

In the next menu item Products we have the possibility to create our products in CommerceCore™.

The platform allows you to manage all types of products such as Consumable products, Storable products, and Services. 

Storable products are the product types that can be used in stock management and their supply is more or less automated based upon the rules defined in the system. 

Consumable products can also be considered as the storable product with the exception that stock management is not taken into account by the system. The customers can receive this type of product directly from the provider. 

In the case of Service products, it is considered a non-material product. All types of services that provide a company to its customers are included in this type. 

The ecommerce feature of this platform provides you a complete solution for managing your products online with an inventory, automated shipping, and secure payments. You can easily add products, set prices, customize descriptions, and more. 

With the appropriate configuration, we can also find the submenu for defining product variants.


In reporting, we can find various statistics about our sales orders, which we can customize with the filters we already know in CommerceCore™.


Within the configuration, we can define the Sales Teams and also find numerous options to customize our sales process in the general module settings.


For example, as mentioned earlier, we can enable the Product Variants option and add Product Attributes. 


In addition to that, we can, among other things, sell products in different units of measurement, enable discounts, coupons and price lists, configure online signature and online payment.


or use different options for shipping our products.


In the CommerceCore™ platform, the customers are able to access an online portal that can be used to view and track quotes, sale orders, the status of delivery orders, and many more aspects. 

The customer can either deny or accept the quotation. They can also simply manage the purchase order from this portal. The online transaction can also be conducted here. 


Conclusion

These are some of the things to keep in mind when starting with CommerceCore™ Sales. 

The first step is always to focus on creating customers and products, making sure that we have good data for both. We should also take advantage of all the configuration options that CommerceCore™ offers us and define our process clearly. 

It's all about organizing the sales pipeline, from lead generation to closing deals and CommerceCore™ makes it easy for you to keep track of your clients along with their contacts without wasting any time organizing them after they're added into your CRM! 

This is an essential aspect of e-commerce growth that can easily be improved with CommerceCore™.

If you have any questions about getting started with sales using CommerceCore™ or need help configuring the module, schedule a free demo today and don't hesitate to contact us. We're happy to help!

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Merchant Operating System (MOPS) refers to a type of software used by Shopify merchants to handle day-to-day online-business operations including warehouse management, multichannel product management, invoicing, payment tracking, order processing, and much more.

The Merchant Operating System also includes corporate performance management software to help with planning, budgeting, forecasting, and reporting.

The MOPS is built on the widely popular open-source ERP Odoo Enterprise Framework. 26000 apps/plugins/modules/extensions are available from an Integrated App Store.  We help our customers carefully pick and integrate apps based on their needs through our Professional Services.

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CommerceCore™ Sales Module Introducing the How-to Basics-Part 2
Irena Milovanovic 1 August, 2022
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